Module Exploration: NetSuite PSA (Professional Services Automation) Explored

Module Exploration: NetSuite PSA (Professional Services Automation) Explored
January 24, 2023

NetSuite PSA is a professional services software and project management solution designed to help service businesses run their operations more efficiently. NetSuite PSA helps companies manage customer relationships, streamline projects and tasks, track time and expenses, analyze project performance metrics, collaborate with team members, bill customers accurately, and report on financial data. NetSuite PSA also offers a powerful suite of tools for managing contracts, service orders, and project budgets.

NetSuite PSA Helps Professional Services Businesses to Be More Efficient

NetSuite PSA is designed to help reduce operational costs and improve the overall efficiency of professional services organizations. NetSuite PSA is an add-on module for NetSuite ERP, providing an end-to-end solution for managing service-based businesses such as marketing agencies, IT services, software companies, consultancies, and more.

Key Features of NetSuite PSA

NetSuite PSA helps companies save time by automating key processes such as:

RFI Management

Collect and manage customer requests for information (RFI) quickly and accurately. Manage supplier and vendor bidding directly in NetSuite, and create project plans from winning bids.

Proposal Creation

NetSuite PSA streamlines proposal creation with pre-built templates, automated calculations and approvals, and integrated financials.

Contract Management

Manage contracts, service orders and project budgets within a single project file, ensuring all orders and billing is created in line with agreed terms.

Visual Resource Planning

Optimize resource allocation based on skill sets, location and availability. Get visualizations of availability across teams and locations, including cues for under-utilization and overutilization.

Collaboration Tools

NetSuite PSA allows all stakeholders to collaborate in a central location, giving them access to the information and tools they need to complete tasks efficiently.

Project Templates

Manage your project templates to speed up the process of creating new projects. Automate project administration tasks such as resource planning and project billing set-up.

Resource Scheduling

Gain visibility into resource availability, skill sets and preferences. NetSuite PSA offers advanced scheduling capabilities for allocating resources to maximize utilization and performance.

Time and Task Management

Track time, tasks and expenses for real-time visibility into project performance. NetSuite PSA provides users with the ability to enter timesheets manually or via a mobile app and allocate this time to the right project and task for streamlined billing.

Project Billing and Invoicing

NetSuite PSA provides a centralized view of all billing and invoicing activity across projects. Automate the process of creating invoices inline with your contract terms and capture the right data for accurate reporting.

Project Financial Reporting

Gain insights into project performance with NetSuites’ project profit and loss statements, project management dashboards and budgeting and forecasting tools.

NetSuite OpenAir

NetSuite OpenAir is NetSuite’s integrated people management and time-tracking solution. NetSuite OpenAir allows users to track, manage and report on projects from any device, giving them real-time access to project status information.

In Summary

Overall NetSuite PSA offers a comprehensive solution for professional services organizations, helping them to manage projects, track time and resources, invoice accurately and report on financial information. NetSuite PSA is a powerful add-on module for NetSuite ERP, making it an ideal choice for organizations looking to streamline their operations.

For more information on NetSuite PSA contact CEBA Solutions to arrange a demonstration.

About the Author

Zabe is a hands-on company Founder and President with expertise across multiple verticals to include business development, operations, distribution, finance, logistics, manufacturing, and the eCommerce industry.

With over 20 years of experience in the industry, Zabe works to support growing businesses by helping integrate digital and software solutions to optimize their operations and save them money. Together, we help companies manage core business processes with a single, fully integrated system covering Enterprise Resource Planning (ERP), financials, Client Relationship Management (CRM), procurement, warehousing, eCommerce, inventory, third-party logistics (3PL), and much more.

Areas of Expertise:


Workflow Automation

Client Relationship Management (CRM)

Enterprise Resource Planning (ERP)

Accounting and Finance

Manufacturing Operations

Wholesale Distribution

Global Supply Chain

3PL Management

Ecommerce Integrations

Join Our Insider List

All the latest NetSuite News, Articles and Advice Straight to Your Inbox

NetSuite Newsletter Tick
Monthly Digest of NetSuite News
NetSuite Newsletter Tick
Latest Features and Module Upgrades
NetSuite Newsletter Tick
Practicle Advice to Get the Most Out of NetSuite

Latest Blogposts